[WSBAPT] Accessing decedent's home safes during probate

[Paul Neumiller]

I also meant to say that it may be possible to convert these forms into a situation with a home safe.


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Wednesday, May 25, 2022 11:29 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Accessing decedent's home safes during probate

There is a procedure to get the Will first. Warning, I do not practice in King County and I received these forms from this listserve.


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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Suzanne Lieberman
Sent: Wednesday, May 25, 2022 11:03 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Accessing decedent's home safes during probate

Hello,

We have a client PR whose mother left an original will and codicil in a safe(s) to which the 3 daughter beneficiaries currently have no access. Everything would otherwise go just to the 3 daughters, but there is a testamentary trust in the will and the girls are all between 20 and 30 and the distributions are spread out over this time period with certain conditions. There are likely other instructions and personal property items in the safes as well.

Should we open an intestate probate and then use the Letters for the PR daughter to get access to the will and codicil/probate those originals? Or file testate and explain that the originals are in the safes at home and then file the original will and codicil?

Best,

Suzanne Lieberman
CMS Law Firm LLC<https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcmslawfirm.com%2F&data=05%7C01%7C%7Ce7ecf1ae20a549f1a95d08da3e7cf400%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637891003679496442%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2zWFpdtp%2FhirPO%2Fs2DKA4breZr15x9YxP6lhWEkWb28%3D&reserved=0>
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